Banking & Financial Services
Digitising Business Management for Enhanced Efficiency and Transparency
Client Challenge
Our client, a leading Indian private equity fund, aimed to standardise and digitise their Business Management (BM) process. The goal was to enhance process efficiency by automating low-value activities and to improve effectiveness by creating a single source of information for portfolio companies, thus ensuring transparency and visibility into their performance.
Our Approach
UC adopted a comprehensive approach to develop content for digitising business management:
- Business Management Framework Development:
- Finalised the framework around key areas: Customer, Operations, Market, ESG, Tech, Finance, and People.
- Developed detailed content for each section, including parameters, inputs, and capture methodologies.
- Content Structuring:
- Defined the frequency for updating each section.
- Created and standardised templates, including filled examples where relevant.
- Inventoried sources of information and identified vendors for each section.
- Pilot Implementation:
- Conducted a pilot with one portfolio company, engaging relevant stakeholders from both the client and the portfolio company.
- Collected feedback and fine-tuned the content and reference materials based on the pilot results.
Our Impact
UC delivered a comprehensive business management framework and tool, which included:
- Detailed templates, filled examples, and knowledge resources across key areas: Customer, Operations, Market, ESG, Tech, Finance, and People.
- A dashboard to monitor and review portfolio company performance across the aforementioned areas.